Create PTO tracker entries from request form responses

Your PTO form responses stay in the response sheet and require manual copying for payroll. They get copied into your PTO balance worksheet so payroll and HR reconcile accruals before each run.

Create PTO tracker entries from request form responses

Overview

Manual PTO copying ties up accounting time and creates risk at payroll close. This flow moves submitted PTO rows straight into your PTO balance worksheet so payroll and HR reconcile accruals before each run. That reduces last-minute fixes and speeds payroll preparation.

Create PTO tracker entries from request form responses